Added to YB: 2026-02-17
Pitch date: 2026-02-14
AVGO [bullish]
Broadcom Inc.
-1.43%
current return
Author Info
No bio for this author
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.5T
Pitch Price
$319.01
Price Target
N/A
Dividend
0.83%
EV/EBITDA
41.21
P/E
61.30
EV/Sales
22.57
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The AI Backlog Fortress: Selling $AVGO Puts
AVGO: Institutional trader sold 4,600 March '26 $245 puts for $1.90 ($874K premium) betting stock won't fall 26% in 28 days. $73B AI backlog over 18mo, custom XPUs for hyperscalers, networking dominance. Q4 earnings March 4th expected to guide FY26 rev ~$95B (+50% YOY). $20B annual AI rev, 60% op margins. Selling puts = paid to buy at 26% discount if assigned.
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